Estate Planning

Protect your legacy and your family

Estate planning is an integral part of your financial strategy. You've spent a lifetime creating a legacy to pass onto those you care about. None of us look forward to thinking about loss of life, being unable to make decisions for ourselves or care for those we love. This is a topic so many families put off, causing them to be caught off-guard and unprepared, especially when unplanned incapacity or loss of life does happen.

Don't wait to start planning. We have the experience and resources to help simplify what can often be a complex and emotional decision. Working with you and your attorney, we'll help develop the legacy you want to leave and an implementation strategy that will carry out your wishes. 

We work with your estate planningD attorney to identify the best ways to:

  • Manage assets if you're disabled
  • Manage investments for family after your passing
  • Help reduce or avoid estate taxes
  • Support an elderly relative
  • Support a special needs individual
  • Provide for a child's education
  • Make charitable bequests
  • Protect your privacy

Our team can also assist your family with:

Create an estate plan and preserve your future today.

MoneyGuidePro®

View your financial plan at a glance

Adjust goals to see different scenario outcomes

Collaborate with your financial partner

MoneyGuidePro®

View your financial plan at a glance

MoneyGuidePro®

Adjust goals to see different scenario outcomes

MoneyGuidePro®

Collaborate with your financial partner

Investment Management

Build an investment plan that lasts

We keep an eye on your long-term goals and avoid trends that come and go.
Retirement Planning

Plan for the future of your dreams

We’ll help you reach your retirement goals through smart planning.

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Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value.  They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.

First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc.  First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.

Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor.

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